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Director - Relationship Manager (Private Wealth Management)

Talentvis Singapore Pte. Ltd.Singapore

18 days ago

Job description

Responsibilities

Client Acquisition & Relationship Building : Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
Client Insight & Wealth Planning : Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
Tailored Financial Solutions : Develop customized investment and risk management solutions that address clients’ financing and liquidity needs.
After-Sales Service : Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
Performance &pliance : Meet annual targets and uphold service standards, ensuringpliance with allpany and regulatory requirements.

Requirements

Bachelor’s degree with a minimum of 10 to 15 years’ experience in private wealth management, serving high-net-worth clients.

Strong familiarity with the Greater China market, including regulatory andpliance requirements.

In-depth product knowledge and the ability to interact with clients in the Greater China region.

Singapore Client Advisorypetency Standards (CACS) qualification required.

Excellent client-facing, sales, and stakeholder management skills.

Warm regards,

Glenn Wong

Financial Services Business Lead, R1106685

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Relationship Manager • Singapore

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